PETERSON WEALTH ADVISORS, LLC – Invesco S&P 500 Equal Weight ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$545,000
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-5.18%
quarter
Invesco S&P 500 Equal Weight ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -30K | $127.28 | 4.28K | |
| Q2 2022 | share | 0.00% | 0 shares | -100K | $134.23 | 4.28K | |
| Q1 2022 | share | 0.00% | 0 shares | -22K | $157.71 | 4.28K | |
| Q4 2021 | share | Decrease | -0.42% | -18 shares | 53K | $162.75 | 4.28K |
| Q3 2021 | share | Decrease | -2.67% | -118 shares | -22K | $149.82 | 4.29K |
| Q2 2021 | share | 0.00% | 0 shares | 40K | $150.17 | 4.41K | |
| Q1 2021 | share | 0.00% | 0 shares | 63K | $140.74 | 4.41K | |
| Q4 2020 | share | 0.00% | 0 shares | 85K | $126.13 | 4.41K | |
| Q3 2020 | share | Decrease | -4.04% | -186 shares | 10K | $106.54 | 4.41K |
| Q2 2020 | share | Decrease | -30.77% | -2.04K shares | -91K | $99.82 | 4.60K |
| Q1 2020 | share | Decrease | -32.67% | -3.22K shares | -584K | $82.08 | 6.64K |
| Q4 2019 | share | Decrease | -1.20% | -120 shares | 63K | $111.9 | 9.87K |
| Q3 2019 | share | Increase | +0.48% | 48 shares | 8K | $104.09 | 9.99K |
| Q2 2019 | share | Increase | +0.45% | 45 shares | 5K | $103.33 | 9.94K |
| Q1 2019 | share | Increase | +7.61% | 700 shares | 226K | $99.65 | 9.90K |
| Q4 2018 | share | Decrease | -9.18% | -930 shares | -241K | $86.81 | 9.20K |
| Q3 2018 | share | Decrease | -0.81% | -83 shares | 41K | $100.82 | 10.13K |
| Q2 2018 | share | Increase | 0.00% | 10.21K shares | 1.04M | $95.75 | 10.21K |